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Lee Enterprises
LEE

55 hedge funds and large institutions have $67.6M invested in Lee Enterprises in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

56% more capital invested

Capital invested by funds: $43.2M → $67.6M (+$24.4M)

38% more funds holding

Funds holding: 40 → 55 (+15)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0.82% more ownership

Funds ownership: 32.38% → 33.21% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
55
Holders Change
+15
Holders Change %
+37.5%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
13
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JCP
JB Capital Partners
New York
+$1.02M
2
EI
EAM Investors
California
+$986K
3
Two Sigma Investments
Two Sigma Investments
New York
+$860K
4
Renaissance Technologies
Renaissance Technologies
New York
+$805K
5
GI
GAMCO Investors
Connecticut
+$723K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.86M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.17M
3
ER
EVR Research
Virginia
-$1.73M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$966K
5
ETM
Euclidean Technologies Management
Washington
-$759K
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1
Cannell Capital
Wyoming
$16M -$485K -19,093 -4%
SIO
2
Strategic Investment Opportunities
Colorado
$12.8M +$9.42M +371,117 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.9M -$240K -9,468 -4%
SCM
4
Solas Capital Management
Connecticut
$5.18M -$180K -7,095 -5%
BlackRock
5
BlackRock
New York
$2.03M +$49.2K +1,940 +3%
Renaissance Technologies
6
Renaissance Technologies
New York
$1.89M +$805K +31,700 +137%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.56M -$305K -12,007 -21%
JCP
8
JB Capital Partners
New York
$1.38M +$1.02M +40,000 New
EI
9
EAM Investors
California
$1.34M +$986K +38,855 New
NSIM
10
North Star Investment Management
Illinois
$1.21M -$38.1K -1,500 -4%
WIM
11
Wittenberg Investment Management
Massachusetts
$1.18M +$563K +22,191 +185%
Two Sigma Investments
12
Two Sigma Investments
New York
$1.17M +$860K +33,900 New
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.09M +$158K +6,219 +24%
GI
14
GAMCO Investors
Connecticut
$984K +$723K +28,500 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$920K +$239K +9,420 +55%
LSA
16
Leonteq Securities AG
Switzerland
$794K +$584K +23,000 New
BFM
17
Boothbay Fund Management
New York
$743K +$546K +21,500 New
Goldman Sachs
18
Goldman Sachs
New York
$715K +$182K +7,162 +53%
Walleye Capital
19
Walleye Capital
New York
$665K +$489K +19,259 New
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$631K -$203K -7,989 -30%
State Street
21
State Street
Massachusetts
$604K +$58.4K +2,300 +15%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$604K +$444K +17,500 New
BCM
23
Bridgeway Capital Management
Texas
$562K -$246K -9,700 -37%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$558K – – –
TA
25
Teton Advisors
New York
$553K +$178K +7,000 +78%
1
2 3

LEE Hedge Fund Activity: Q4 2021 in Review

55 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q4 2021, worth a combined $67.6M — up 56% from $43.2M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new LEE positions and 8 closed out — a net gain of 16 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was JB Capital Partners, opening a new position worth an estimated $1.02M. The largest seller was Fidelity Investments, exiting entirely with an estimated $4.86M sold.

  • 55 institutional investors held Lee Enterprises (LEE) as of Q4 2021, up from 40 in Q3 2021.
  • Funds reported $67.6M of Lee Enterprises stock for Q4 2021, up 56% quarter-over-quarter.
  • 24 funds opened new Lee Enterprises positions in Q4 2021 and 8 closed out, a net change of +16 holders.
  • The largest Lee Enterprises buyer in Q4 2021 was JB Capital Partners, an estimated $1.02M added.
  • The largest Lee Enterprises seller in Q4 2021 was Fidelity Investments, an estimated $4.86M sold.

Based on aggregated 13F filings for Q4 2021.